Scams
We wanted to bring to your attention the recent increase in social media scams designed to entice you into fraudulent financial activities. We have probably all received the very real-looking
August 1, 2025
News & Updates
Not Just For Men
It’s crucial for women to plan and take control of their finances just as much as it is for men. When an “if only” happens, if you haven’t prepared, you
July 30, 2025
RMD Timing
There have been some recent discussions about what the best way is to take out your RMD, and whether it is better to take it out in one lump sum
July 21, 2025
Preparedness Plan
Nearing retirement can be a stressful time as we shift from working to provide an income, to needing our money to work at providing that dependable income. Many people underestimate
July 4, 2025
Federal Retirement
We’ve been having many conversations about the potential impact of the pending legislation, known as H.R.1, which proposes the elimination of the FERS annuity supplement, a move that could drastically
June 24, 2025
Which are you more worried about?
The 2025 Annual Retirement Study from the Allianz Center for the Future of Retirement revealed that nearly two-thirds of Americans worry more about running out of money than about death.
June 17, 2025
Working Longer, Retiring Later
According to a new Gallup survey, which interviewed 1,018 adults across America, the average reported retirement age has increased from age 57, where it was in 1991, to age 66.
June 10, 2025
Core Values
As we age, we are increasingly confronted by those younger who insist on pointing out “things have changed,” and they, as part of the younger generation (which they take pride
June 2, 2025
Distracted?
While there is no way of predicting how things will play out in the financial markets in the coming months, allowing yourself to become distracted and unsettled by volatility will
May 24, 2025
When is the Best Time?
We all want to eventually retire, and a dream for many would be to retire rich. Choosing when is the best time to retire is one of life’s big decisions,
May 17, 2025
Managing the Cost
The cost of long-term care is significant and is something that most retirees will face. There are a few ways those costs can be covered, and you may not be
May 12, 2025
Unsettled
After years of diligent saving, many retirees become unsettled by the volatility in the markets, along with the risk of the unknown. The free-floating anxiety that exists when questions like
May 3, 2025